Market when up and down in the month of June, after the fantastic run in the past two month. It did not correct very much, as suggested by some gurus. At the closing, STI stood at 2333.
My portfolio contracted a bit. As compared to 31 May, the portfolio value increase by S$9,400. However, this was due to new injected fun of S$19,350. So the net decrease is S$10,000.
Looking at the top 30 holdings movement, it reflects the market movement - sideway. SSH made it to the top 30 due to new investment, while MIDAS made it through price hike. AusNet improves its position due to rights issues. while SATsvcs due to price rise.
I bought some Tat Hong shares, after listen to its CEO talk at SME Conference. Received some OCBC shares through script dividend scheme, AusNet shares through rights issue, and bought SSH to average down the cost.
I receive S$3,098 in cash dividend and S$700 in CPF dividend(reinvested).
Below are the top 30 holdings:
1. ComfortDelGro
2. OCBC Bk
3. SPH
4. Semb Corp
5. ST Engineering
6. SP AusNet
7. DBS
8. F & N
9. Starhub
10. CoscoCorp
11. SembMar
12. S I A
13. SAT Svcs
14. CitySpring
15. SPC
16. SingTel
17. Raffles Edu
18. Sp Ship
19. KS Energy
20. SSH Corp
21. HG Metal
22. FrasersCT
23. SMRT
24. ASL Marine
25. MapletreeLog
26. MetroHldg
27. MIDAS
28. Aztech
29. FraserComm
30. Kep Corp
Tuesday, June 30, 2009
Friday, May 29, 2009
29 May 2009
The stock market continues its rebound in the month of May, despite the H1N1 flu pandemic and the still not so positive economic situation. Good news that the economics may have been bottoming out fuel the strong rally.
My portfolio staged a strong rally inline with the market. Compared with end April, the portfolio value increase by S$107,700. Minus the S$11,000 new investment, the value of the portfolio increased by S$96,700, or 21.5%, and stand well above the 500K mark. On top of that, I received S$6,700 in cash dividend.
I top up ST Engineering and Comfort Delgro this month. I sold Celestial at 17cents per share (realised lose of S$20,000) as it was reported that the company is facing difficulty in repaying the bonds and has to raise more than 200 million SGD by mid-June.
Below are the top 30 holdings:
1. ComfortDelGro
2. OCBC Bk
3. Semb Corp
4. SPH
5. ST Engineering
6. F & N
7. DBS
8. Starhub
9. SP AusNet
10. CoscoCorp
11. SembMar
12. S I A
13. SPC
14. CitySpring
15. SingTel
16. Sp Ship
17. KS Energy
18. Raffles Edu
19. SAT Svcs
20. FrasersCT
21. MapletreeLog
22. ASL Marine
23. MetroHldg
24. Aztech
25. HG Metal
26. SMRT
27. FraserComm
28. Kep Corp
29. Pteris Global Ltd
30. TiongWoon
My portfolio staged a strong rally inline with the market. Compared with end April, the portfolio value increase by S$107,700. Minus the S$11,000 new investment, the value of the portfolio increased by S$96,700, or 21.5%, and stand well above the 500K mark. On top of that, I received S$6,700 in cash dividend.
I top up ST Engineering and Comfort Delgro this month. I sold Celestial at 17cents per share (realised lose of S$20,000) as it was reported that the company is facing difficulty in repaying the bonds and has to raise more than 200 million SGD by mid-June.
Below are the top 30 holdings:
1. ComfortDelGro
2. OCBC Bk
3. Semb Corp
4. SPH
5. ST Engineering
6. F & N
7. DBS
8. Starhub
9. SP AusNet
10. CoscoCorp
11. SembMar
12. S I A
13. SPC
14. CitySpring
15. SingTel
16. Sp Ship
17. KS Energy
18. Raffles Edu
19. SAT Svcs
20. FrasersCT
21. MapletreeLog
22. ASL Marine
23. MetroHldg
24. Aztech
25. HG Metal
26. SMRT
27. FraserComm
28. Kep Corp
29. Pteris Global Ltd
30. TiongWoon
Thursday, April 30, 2009
30 April 2009
This month, the global stock market rebounded, though the economy is not out of the wood. Singapore Government said that the worst is for Singapore is probably over. There have been good news coming out from US as well. Just as people looked forward to a bottom out of the equity market, Swine Flu strikes! This, as what some experts say, give the world economy another dimension of risk.
Over the last few days, Swine flu has spread rapidly across the Globe. The next few weeks are crucial. If this develops to be a pandemic, then the stock market will suffer, just like during the SARS days.
However, the last 2 trading days of the month sees STI soaring to 1920. The performance on this last day was an impressive jump of 70.71 points.
I continue to buy in stocks of defensive nature and with good dividend payout. Starhub and Mapletree are the two additions in my portfolio. Well, as at today, they both do not do very well, but we are looking long term, aren't we? I also top up CitySpring.
As at 30 April, my portfolio stands at S$447,000. Compared with last month, this represents an increase of S$81,000, which includes S$31,000 of new fund injected.
Going forward, I look forward to the dividend payouts from quite a number of counters in May.
This month, I receive S$280 of dividend from DBS.
Below are the top 30 counters.
1. ComfortDelGro
2. OCBC Bk
3. SPH
4. Semb Corp
5. SP AusNet
6. ST Engineering
7. DBS
8. Starhub
9. F & N
10. CoscoCorp
11. S I A
12. SembMar
13. SingTel
14. CitySpring
15. Sp Ship
16. Raffles Edu
17. SAT Svcs
18. SMRT
19. FrasersCT
20. SPC
21. MapletreeLog
22. KS Energy
23. Kep Corp
24. Aztech
25. Celestial
26. MacqIntInfra
27. ASL Marine
28. CapitaComm
29. FraserComm
30. HG Metal
30. MetroHldg
Starhub and MapletreeLog are the new members in my portfolio. Celestial comes back due to price increase. The 3 counters replaces are MIDAS, Pteris and Pan United. They were the no.28-30 in last month.This shows that the market is less volatile this month. We have a tie on the 30th place between HG Metal and Metro Holding.
Over the last few days, Swine flu has spread rapidly across the Globe. The next few weeks are crucial. If this develops to be a pandemic, then the stock market will suffer, just like during the SARS days.
However, the last 2 trading days of the month sees STI soaring to 1920. The performance on this last day was an impressive jump of 70.71 points.
I continue to buy in stocks of defensive nature and with good dividend payout. Starhub and Mapletree are the two additions in my portfolio. Well, as at today, they both do not do very well, but we are looking long term, aren't we? I also top up CitySpring.
As at 30 April, my portfolio stands at S$447,000. Compared with last month, this represents an increase of S$81,000, which includes S$31,000 of new fund injected.
Going forward, I look forward to the dividend payouts from quite a number of counters in May.
This month, I receive S$280 of dividend from DBS.
Below are the top 30 counters.
1. ComfortDelGro
2. OCBC Bk
3. SPH
4. Semb Corp
5. SP AusNet
6. ST Engineering
7. DBS
8. Starhub
9. F & N
10. CoscoCorp
11. S I A
12. SembMar
13. SingTel
14. CitySpring
15. Sp Ship
16. Raffles Edu
17. SAT Svcs
18. SMRT
19. FrasersCT
20. SPC
21. MapletreeLog
22. KS Energy
23. Kep Corp
24. Aztech
25. Celestial
26. MacqIntInfra
27. ASL Marine
28. CapitaComm
29. FraserComm
30. HG Metal
30. MetroHldg
Starhub and MapletreeLog are the new members in my portfolio. Celestial comes back due to price increase. The 3 counters replaces are MIDAS, Pteris and Pan United. They were the no.28-30 in last month.This shows that the market is less volatile this month. We have a tie on the 30th place between HG Metal and Metro Holding.
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